Orin Green Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Orin Green Financial’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Sell	1,088 -214	-16%	-$76.5K	0.15%	61
2026 Q1	$418K	Buy	1,302 +227	+21%	+$76.2K	0.17%	58
2025 Q4	$360K	Sell	1,075 -150	-12%	-$49.9K	0.14%	59
2025 Q3	$402K	Buy	1,225 +150	+14%	+$47.4K	0.16%	58
2025 Q2	$327K	Hold	1,075	–	–	0.14%	61
2025 Q1	$272K	Buy	+1,075	New	+$312K	0.13%	61
2024 Q4	–	Sell	-949	Closed	-$277K	–	59
2024 Q3	$269K	Hold	949	–	–	0.12%	65
2024 Q2	$254K	Buy	+949	New	+$246K	0.12%	64
2024 Q1	–	Sell	-949	Closed	-$235K	–	66
2023 Q4	$225K	Buy	+949	New	+$210K	0.11%	67
2023 Q3	–	Sell	-928	Closed	-$204K	–	80
2023 Q2	$204K	Buy	+928	New	+$194K	0.11%	64

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orin Green Financial's VTI Position: Q2 2026 in Review

Orin Green Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, selling an estimated $76.5K and leaving 1,088 shares worth $403K. The position accounts for 0.15% of the portfolio, ranked #61.

Orin Green Financial first reported a position in VTI in Q2 2023 and has held it in 10 quarters since. The position peaked at $418K in Q1 2026. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Orin Green Financial held 1,088 shares of Vanguard Morningstar Total Stock Market ETF worth $403K as of Q2 2026.
Orin Green Financial sold 214 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Orin Green Financial's portfolio in Q2 2026, its #61 holding.
Orin Green Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 10 quarters since.
Orin Green Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $418K in Q1 2026.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.